KINTRA WEALTH, LLC
Williamsport, PA
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
43 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
570-601-6960
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
TOWER BRIDGE ADVISORS
West Conshohocken, PA
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
610-260-2200
RIVER WEALTH ADVISORS LLC
Camp Hill, PA
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
717-888-9830
ELECTRA CAPITAL
Conshohocken, PA
AUM
$1.45B
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(610) 977-2000
NORTHEAST FINANCIAL GROUP, INC.
Allentown, PA
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
570-688-9898
TRUSTMONT ADVISORY GROUP, INC.
Greensburg, PA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
60 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
724-468-5665
IRONVIEW CAPITAL MANAGEMENT, LLC
Conshohocken, PA
AUM
$1.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
215-793-0111
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC
Conshohocken, PA
AUM
$1.37B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
610-265-2800
MERIDIAN WEALTH PARTNERS, LLC
East Norriton, PA
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
610-272-4700
MIRAVAST ASSET MANAGEMENT, LLC
Newtown, PA
AUM
$1.36B
Wealth MgmtInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
267-615-6613
1315 CAPITAL
Philadelphia, PA
AUM
$1.35B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(267)2888441
STILLWATER CAPITAL ADVISORS, LLC
Devon, PA
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
610-848-6760
HUNTER ASSOCIATES LLC
Pittsburgh, PA
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
412-471-4191
CHADDS FORD WEALTH PARTNERS, LLC
Chadds Ford, PA
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-273-0995
THE COURY FIRM
Pittsburgh, PA
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
412-261-5744
VALLEY NATIONAL ADVISERS INC
Bethlehem, PA
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-868-9000
MOUNT LUCAS MANAGEMENT LP
Newtown, PA
AUM
$1.30B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
267-759-3500
BALDWIN INVESTMENT MANAGEMENT, LLC
West Conshohocken, PA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM
610-260-1555
BIONDO INVESTMENT ADVISORS LLC
Milford, PA
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
570-296-5525
CONNORS INVESTOR SERVICES INC
Wyomissing, PA
AUM
$1.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
610-376-7418
COMMONWEALTH INVESTMENT MANAGEMENT
Pittsburgh, PA
AUM
$1.28B
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
412-765-2771
O'HAGAN GROUP, INC.
Bethlehem, PA
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM
610-625-8855
HENRY H. ARMSTRONG ASSOCIATES, INC.
Pittsburgh, PA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
412-471-1551
PRUDENT MANAGEMENT ASSOCIATES
Philadelphia, PA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
215-994-1062